Topics covered: Used Aircraft in Commercial Aerospace, Growth in Commercial Aerospace, Future Growth for Multi-Industrials, Energy Equipment Manufacturing, Composite Materials, Commercial Aircraft Manufacturing, Commercial Aerospace Aftermarket, Attractive Defense Environment
Companies covered: Erickson Incorporated (NASDAQ:EAC), Chart Industries, Inc. (NASDAQ:GTLS), B/E Aerospace, Inc. (NASDAQ:BEAV), American Airlines Group, Inc. (NASDAQ:AAL), United Technologies Corporation (NYSE:UTX), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), SAIC, Inc., Raytheon Company (NYSE:RTN), Precision Castparts Corporation (NYSE:PCP), ManTech International Corporation (NASDAQ:MANT), Southwest Airlines Company (NYSE:LUV), Lockheed Martin Corporation (NYSE:LMT), Harris Corporation (NYSE:HRS), General Electric Company (NYSE:GE), Esterline Technologies Corporation (NYSE:ESL), Delta Air Lines, Inc. (NYSE:DAL), Curtiss-Wright Corporation (NYSE:CW), CACI International, Inc. (NYSE:CACI), Boeing Company (The) (NYSE:BA), Graham Corporation (NYSE:GHM), Cisco Systems, Inc. (NASDAQ:CSCO), Apple Inc. (NASDAQ:AAPL), Westinghouse Air Brake Technologies Corporation (NYSE:WAB), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), AT&T Inc. (NYSE:T), Rockwell Automation, Inc. (NYSE:ROK), ITT Corporation (NYSE:ITT), Illinois Tool Works Inc. (NYSE:ITW), Intel Corporation (NASDAQ:INTC), Honeywell International Inc. (NYSE:HON), Alphabet Inc (NASDAQ:GOOG), Graco Inc. (NYSE:GGG), Emerson Electric Company (NYSE:EMR), Dover Corporation (NYSE:DOV), ABB Ltd (NYSE:ABB), Hexcel Corporation (NYSE:HXL)
